See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,714 | $180,449+6.8% | $154,107+25.1% | $135,375+42.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.54% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,862 | $6,035+30.3% | $5,298+48.4% | $4,779+64.5% |
| Participant deferral / active EE | $6,684 | $5,806+15.1% | $5,081+31.6% | $5,609+19.2% |
| Admin fee / account holder | $324 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |